Corient Private Wealth
BDC icon

Corient Private Wealth’s Belden BDC Stock Holding History

Corient Private Wealth’s Portfolio BDC Stock Details BDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$443K Buy
3,699
+1,406
+61% +$164K ﹤0.01% 2309
2026
Q1 		$261K Sell
2,293
-1,139
-33% -$143K ﹤0.01% 2397
2025
Q4 		$402K Buy
3,432
+204
+6% +$23.8K ﹤0.01% 1985
2025
Q3 		$388K Sell
3,228
-174
-5% -$21.9K ﹤0.01% 1962
2025
Q2 		$394K Buy
+3,402
New +$358K ﹤0.01% 1830

Other funds holding BDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth's BDC Position: Q2 2026 in Review

Corient Private Wealth increased its Belden (BDC) stake by 61% in Q2 2026, buying an estimated $164K and bringing the position to 3,699 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

Corient Private Wealth first reported a position in BDC in Q2 2025 and has held it in 5 quarters since. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Corient Private Wealth held 3,699 shares of Belden worth $443K as of Q2 2026.
  • Corient Private Wealth bought 1,406 Belden shares in Q2 2026, an estimated $164K.
  • Belden made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2309 holding.
  • Corient Private Wealth first reported a position in Belden in Q2 2025 and has held it in 5 quarters since.
  • 373 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.